See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,693 | $58,694-40.9% | $142,863-75.7% | $85,850-59.6% |
| Participation rate | 21.3% | 58.5%-37.1pp | 71.9%-50.6pp | 69.3%-48.0pp |
| Annual return | 13.82% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $462 | $1,423-67.6% | $4,144-88.9% | $2,565-82.0% |
| Participant deferral / active EE | $1,163 | $2,607-55.4% | $3,837-69.7% | $3,952-70.6% |
| Admin fee / account holder | $385 | $4,239-90.9% | $6,560-94.1% | $6,260-93.8% |